Libretto

CRD#292052
Investment Advisor Firm

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Learn more about Libretto

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Disclosures
  • State Registrations
  • Office Locations

    • Overview

    Libretto is located at 6060 Center Drive, 10th Floor, Los Angeles, CA. The firm employs 3 financial advisors to manage client portfolios and provide financial guidance. Libretto is not a registered broker-dealer.

    Libretto offers financial planning services, educational seminars, and other services. The firm operates on a fixed and other fee structure. Over the past year, Libretto has provided financial planning services to between 51 and 100 clients.

    Libretto is registered in the states of California, Louisiana, and New Hampshire.

    Number of Advisors

    3

    Disclosures

    No

    Office Location

    6060 Center Drive, 10Th Floor
    Los Angeles, CA 90045

    Libretto by the Numbers

    Total Number of Employees

    6

    National Average: 64
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    Products and Services

    Services that Libretto provides can include financial planning services, educational seminars, and other services. In the last fiscal year, Libretto provided 51-100 of its accounts with financial planning servcies. The firm is not involved in selling products or offering services aside from investment advisory services to its investment advisory customers.

    Core Advisor Services

    • Offered by 31% of firms

      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

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      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

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      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

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      Selection of Other Advisors

      This is the firm's assistance with choosing other advisors to work with who may have different specialties.

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      Publication of Periodicals

      This is the publication of various financial education materials.

    • Offered by 6% of firms

      Educational Seminars/Workshops

      This is the hosting of seminars or workshops to educate investors on financial concepts.

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    Fee Structure

    Fiancial advisory fees typically vary depending on which service is provided. Fees billed by Libretto can include some combination of the following fee structures: fixed and other. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company. It has the ability to withdraw its fees directly from customer funds.

    Available

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Offered by 10% of firms

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Unavailable

    • Find one of the 69% of firms that offer this fee type

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

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    Disclosures

    Libretto does not have any disclosures.

    Please visit its Form ADV for more details.

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